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This strategic adjustment is expected to have some impact on the revenue growth of the artificial intelligence systems business. The company has clearly stated that it will focus its resources and attention on improving overall profitability, and will therefore be more inclined to take on orders with better marginal profits. While this move is expected to improve the profit structure, it may somewhat slow down the revenue expansion pace of the AI systems division.

This guideline has comprehensively taken into account the overall impact of the macroeconomic environment, as well as the actual effectiveness of various mitigation measures adopted by the company to address these challenges.

This assessment is based on the structural pressures in the global supply chain and the long-term demand growth driven by digital transformation. Semiconductor shortages, rising logistics costs, and geopolitical factors have collectively pushed up the procurement costs of core components, while the rapid development of technologies such as cloud services and artificial intelligence has further intensified the supply-demand imbalance for memory products. Management pointed out that enterprises need to cope with cost pressures by optimizing inventory strategies and adjusting product structures, while also passing some of the costs on to end customers.